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CIK: 0002031291
Total reported value
$415.3M
$415.3M
64 檔
27.6%
At the close of Q1 2025, Squire Investment Management Company, LLC disclosed equity holdings valued at approximately $415.3M, spread across 64 reported holdings.
During Q1 2025, Squire Investment Management Company, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.39% | +0.02% | +4.53% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 9.63% | -0.25% | +1.37% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.25% | +0.39% | +4.29% | |
| 4 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 9.17% | +0.02% | +9.75% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 6.31% | -0.46% | +0.34% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.98% | -0.06% | +2.22% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.82% | -0.41% | +22.12% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.28% | +0.16% | +12.74% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.19% | -0.12% | +10.12% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.05% | -0.33% | +17.05% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.12% | +0.01% | +37.52% | |
| 12 | DFSD | Dimensional Short Duration | ETF-Other | 2.12% | -0.18% | +11.03% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 1.95% | -0.22% | +4.80% | |
| 14 | NBHC | National Bank Hold-cl A | Stock-Other | 1.71% | -0.02% | +0.17% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.61% | -0.11% | +11.82% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.40% | -0.04% | +76.89% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.13% | +0.03% | +6.27% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.03% | -0.02% | -1.25% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.93% | +0.01% | +29.77% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.92% | -0.05% | +0.50% | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.79% | -0.04% | — | |
| 22 | DFIC | Dimensional International Co | ETF-Other | 0.77% | -0.03% | +9.04% | |
| 23 | IVLU | Ishares Msci International V | ETF-Other | 0.68% | -0.03% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.04% | +7.19% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.01% | -0.16% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | -0.01% | +14.48% | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.52% | -0.07% | +22.08% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.52% | -0.08% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.11% | +18.31% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.52% | — | +43.99% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.51% | +0.05% | +31.99% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.43% | -0.01% | — | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.42% | -0.05% | +47.30% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.42% | -0.03% | -45.68% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.39% | -0.01% | +22.95% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | -0.04% | -1.12% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.38% | +0.02% | +4.98% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.35% | — | — | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.34% | +0.01% | — | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.30% | +0.01% | — | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | -0.01% | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | +0.03% | — | |
| 43 | DFIS | Dimensional International Sm | ETF-Other | 0.27% | -0.01% | -0.01% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.01% | +10.69% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.23% | -0.02% | -9.59% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.03% | — | |
| 47 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.22% | — | -11.41% | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.20% | -0.04% | -25.85% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.20% | — | — | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.19% | — | +0.21% |
According to official SEC Form 13F filings, Squire Investment Management Company, LLC reported a total U.S. public equity portfolio value of $415.3M across 64 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, ITOT) accounted for 27.6% of total reported equity market value during Q1 2025.
During Q1 2025, Squire Investment Management Company, LLC's top holdings by market value included DFAC (13.4%)、DFAT (9.6%)、ITOT (9.3%). The largest single position, DFAC, represented 13.4% of total portfolio value.
In Q1 2025, Squire Investment Management Company, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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